Tag #Cloud Computing

Showing 109 to 120 of 145 results

forbes.com

🌐 85% Global Worthiness

Feb 5, 16:14

Generative AI: 90% Higher IT Costs, But 75% Expect ROI in 2-3 Years

Nutanix's Enterprise Cloud Index shows that while 90% of organizations expect increased IT costs from AI, 75% anticipate ROI within 2-3 years; the main challenge is integrating AI with existing infrastructure.

Generative AI: 90% Higher IT Costs, But 75% Expect ROI in 2-3 Years

Nutanix's Enterprise Cloud Index shows that while 90% of organizations expect increased IT costs from AI, 75% anticipate ROI within 2-3 years; the main challenge is integrating AI with existing infrastructure.

Progress

36% Bias Score

ShareSaveArticle

Industry, Innovation, and Infrastructure

12345678

Previous 1 of 8 Next

How do varying organizational goals for AI implementation influence infrastructure choices and strategies for data management?

The study highlights a correlation between organizations' AI goals (productivity, automation, cost savings, innovation) and their approaches to data security, compliance, and infrastructure modernization. Understanding this mix is crucial for successful AI implementation, according to Nutanix.

cnbc.com

🌐 85% Global Worthiness

Jan 30, 04:09

Microsoft Stock Falls Despite Earnings Beat Amid Azure Growth Concerns

Microsoft's fiscal Q2 2025 results, released Wednesday, beat earnings and revenue estimates but disappointed with Azure cloud revenue growth and conservative guidance, causing a stock drop of over 5% and raising concerns about AI investment returns; revenue reached $69.6 billion, exceeding expectati...

Microsoft Stock Falls Despite Earnings Beat Amid Azure Growth Concerns

Microsoft's fiscal Q2 2025 results, released Wednesday, beat earnings and revenue estimates but disappointed with Azure cloud revenue growth and conservative guidance, causing a stock drop of over 5% and raising concerns about AI investment returns; revenue reached $69.6 billion, exceeding expectati...

Progress

48% Bias Score

ShareSaveArticle

Decent Work and Economic Growth

12345678

Previous 1 of 8 Next

How did Microsoft's AI investments perform in Q2 2025, and what challenges did the company face in other areas of its cloud business?

Despite exceeding earnings and revenue expectations, Microsoft's Q2 2025 results fell short due to slower-than-anticipated Azure cloud revenue growth, fueled by non-AI related execution issues. This shortfall, coupled with unchanged guidance, reignited investor concerns regarding the efficiency of its substantial AI investments.

cnbc.com

🌐 75% Global Worthiness

Jan 30, 01:07

Mixed After-Hours Trading: IBM Soars, Others Falter

After-hours trading saw mixed results for several companies: IBM surged 9% on exceeding Q4 expectations ($3.92 EPS, $17.55B revenue); Meta rose 5% beating estimates ($8.02 EPS, $48.39B revenue); while others like ServiceNow (-7%) and Whirlpool (-12%) underperformed.

Mixed After-Hours Trading: IBM Soars, Others Falter

After-hours trading saw mixed results for several companies: IBM surged 9% on exceeding Q4 expectations ($3.92 EPS, $17.55B revenue); Meta rose 5% beating estimates ($8.02 EPS, $48.39B revenue); while others like ServiceNow (-7%) and Whirlpool (-12%) underperformed.

Progress

44% Bias Score

ShareSaveArticle

Decent Work and Economic Growth

12345678

Previous 1 of 8 Next

What were the key financial results that drove the significant after-hours stock price movements for major tech companies?

IBM shares surged 9% due to exceeding fourth-quarter expectations with adjusted earnings of $3.92 per share and revenue of $17.55 billion, surpassing analyst predictions of $3.75 per share and $17.54 billion respectively. Meta Platforms also saw a 5% share increase after exceeding earnings and revenue expectations.

cnbc.com

🌐 85% Global Worthiness

Jan 29, 19:11

Tech Earnings: AI Spending, Deliveries, and Cloud Revenue in Focus

Major tech companies Meta, Tesla, and Microsoft are releasing quarterly earnings reports this week, with analysts closely watching AI capital expenditures, delivery growth, and cloud computing revenue, respectively, amid a recent tech sell-off.

Tech Earnings: AI Spending, Deliveries, and Cloud Revenue in Focus

Major tech companies Meta, Tesla, and Microsoft are releasing quarterly earnings reports this week, with analysts closely watching AI capital expenditures, delivery growth, and cloud computing revenue, respectively, amid a recent tech sell-off.

Progress

48% Bias Score

ShareSaveArticle

Industry, Innovation, and Infrastructure

12345678

Previous 1 of 8 Next

How do varying analyst predictions for Meta, Tesla, and Microsoft reflect different assessments of their respective growth prospects and challenges?

Analyst expectations vary. For Meta, optimism centers on AI investments driving advertising revenue growth in Reels and other products. For Tesla, concerns exist about competition and the ramp-up of its new Model Y. Microsoft's Azure growth is crucial, with analysts watching to see if it surpasses the $10 billion revenue target and maintains its growth trajectory.

welt.de

🌐 85% Global Worthiness

Jan 28, 07:10

SAP Stock Soars, Becomes DAX Leader Amidst Cloud Success and Cost Cuts

SAP's stock price exceeded €260, making it the DAX's most valuable company due to its successful cloud transition and cost-cutting measures, though economic uncertainty remains a factor.

SAP Stock Soars, Becomes DAX Leader Amidst Cloud Success and Cost Cuts

SAP's stock price exceeded €260, making it the DAX's most valuable company due to its successful cloud transition and cost-cutting measures, though economic uncertainty remains a factor.

Progress

52% Bias Score

ShareSaveArticle

Decent Work and Economic Growth

12345678

Previous 1 of 8 Next

What are the primary factors driving SAP's recent stock price surge and its implications for the German DAX index?

SAP's stock price has surged past €260, making it the most valuable DAX company. This follows a recent upward revision of sales and operating profit targets in October 2024, four years after a downturn. The company's cloud strategy, shifting from software licenses to cloud subscriptions, is a key driver of this success.",

cnbc.com

🌐 85% Global Worthiness

Jan 28, 16:14

Microsoft's Stock Lags Despite AI Investments; Azure Growth Slows

Microsoft's stock lags behind other tech giants despite heavy AI investment; slower Azure growth and OpenAI's move away from exclusive Azure use raise investor concerns; the company expects 11% revenue growth to $68.8 billion, and earnings per share to increase to $3.11 from $2.93.

Microsoft's Stock Lags Despite AI Investments; Azure Growth Slows

Microsoft's stock lags behind other tech giants despite heavy AI investment; slower Azure growth and OpenAI's move away from exclusive Azure use raise investor concerns; the company expects 11% revenue growth to $68.8 billion, and earnings per share to increase to $3.11 from $2.93.

Progress

44% Bias Score

ShareSaveArticle

Decent Work and Economic Growth

12345678

Previous 1 of 8 Next

How does OpenAI's decision to end its exclusive use of Azure impact Microsoft's cloud business and its massive AI investments?

The recent decision by OpenAI to end its exclusive use of Microsoft's Azure cloud services, except for developer queries, impacts Microsoft's cloud revenue and capital expenditure efficiency. While this shift might improve Azure's growth rate and return on investment, the implications for Microsoft's overall AI strategy remain uncertain.

repubblica.it

🌐 85% Global Worthiness

Jan 30, 01:07

Microsoft's Q2 Cloud Revenue Shortfall Impacts Stock Price; Meta and Tesla Also Report Results

Microsoft's Q2 fiscal year revenue grew 12% to \$69.6 billion, exceeding expectations, but cloud revenue growth of 21% to \$40.9 billion missed forecasts, resulting in a stock price drop of up to 3.7% in after-hours trading; meanwhile, Meta's Q4 revenue surged 21% to \$48.39 billion, exceeding estim...

Microsoft's Q2 Cloud Revenue Shortfall Impacts Stock Price; Meta and Tesla Also Report Results

Microsoft's Q2 fiscal year revenue grew 12% to \$69.6 billion, exceeding expectations, but cloud revenue growth of 21% to \$40.9 billion missed forecasts, resulting in a stock price drop of up to 3.7% in after-hours trading; meanwhile, Meta's Q4 revenue surged 21% to \$48.39 billion, exceeding estim...

Progress

40% Bias Score

ShareSaveArticle

Decent Work and Economic Growth

12345678

Previous 1 of 8 Next

How does Microsoft's Q2 performance compare to market expectations, and what factors contributed to the discrepancies?

Despite Microsoft exceeding revenue and net income expectations, weaker-than-anticipated cloud revenue growth reveals challenges in the cloud computing market. This underperformance, particularly in the Intelligent Cloud segment, highlights increased competition and potentially unmet market demand, affecting investor confidence.

euronews.com

🌐 85% Global Worthiness

Jan 30, 22:10

EU Lawmaker Urges Inclusion of Cloud, AI in Digital Markets Act to Counter US, China Dominance

German MEP Andreas Schwab advocates for including cloud and AI services under the EU's Digital Markets Act (DMA) to prevent US and Chinese market dominance, citing the UK's CMA findings on Amazon and Microsoft's sustained above-cost returns in the cloud sector and the rapid growth of AI services.

EU Lawmaker Urges Inclusion of Cloud, AI in Digital Markets Act to Counter US, China Dominance

German MEP Andreas Schwab advocates for including cloud and AI services under the EU's Digital Markets Act (DMA) to prevent US and Chinese market dominance, citing the UK's CMA findings on Amazon and Microsoft's sustained above-cost returns in the cloud sector and the rapid growth of AI services.

Progress

52% Bias Score

ShareSaveArticle

Reduced Inequality

12345678

Previous 1 of 8 Next

What are the immediate implications of excluding cloud and AI services from the EU's Digital Markets Act?

The EU's Digital Markets Act (DMA) urgently needs to include cloud and AI services to prevent US and Chinese dominance. German MEP Andreas Schwab highlights the risk of market control by companies attracting substantial investments, limiting user choice. The UK's CMA already notes sustained above-cost returns for Amazon and Microsoft in cloud services, indicating potential anti-competitive practices.

cnbc.com

🌐 85% Global Worthiness

Jan 29, 19:11

Amazon: Wall Street's Top Pick for Q4 Earnings

Multiple Wall Street firms predict strong Q4 2024 earnings for Amazon, citing robust e-commerce growth, record delivery speeds, expanding advertising revenue, and AWS's AI-driven expansion as key factors; however, potential new tariffs and elevated expectations for AWS pose risks.

Amazon: Wall Street's Top Pick for Q4 Earnings

Multiple Wall Street firms predict strong Q4 2024 earnings for Amazon, citing robust e-commerce growth, record delivery speeds, expanding advertising revenue, and AWS's AI-driven expansion as key factors; however, potential new tariffs and elevated expectations for AWS pose risks.

Progress

48% Bias Score

ShareSaveArticle

Decent Work and Economic Growth

12345678

Previous 1 of 8 Next

What are the key factors driving Wall Street's bullish outlook on Amazon's Q4 earnings, and what are the immediate implications for investors?

Amazon is Wall Street's top pick among megacap tech companies for Q4 earnings, driven by steady e-commerce growth, increasing advertising revenue, cost reductions, and robust AWS cloud business fueled by AI. Multiple firms, including Roth MKM, Barclays, and Cantor Fitzgerald, have issued buy ratings with high price targets.

cnbc.com

🌐 85% Global Worthiness

Jan 29, 22:11

Microsoft Q2 Earnings Miss Azure Growth Expectations, Shares Drop 5%

Microsoft's fiscal Q2 earnings beat revenue expectations at $69.63 billion but missed on Azure cloud growth (31% vs. expected 31.9%-31.1%), causing a 5% stock drop; the company invested $750 million more in OpenAI.

Microsoft Q2 Earnings Miss Azure Growth Expectations, Shares Drop 5%

Microsoft's fiscal Q2 earnings beat revenue expectations at $69.63 billion but missed on Azure cloud growth (31% vs. expected 31.9%-31.1%), causing a 5% stock drop; the company invested $750 million more in OpenAI.

Progress

40% Bias Score

ShareSaveArticle

Reduced Inequality

12345678

Previous 1 of 8 Next

How do competitive advancements in AI, particularly from Chinese companies like DeepSeek, influence investor sentiment towards Microsoft's AI strategy?

The lower-than-expected Azure growth, coupled with the rise of competitive AI models from China (DeepSeek's R1 outperforming OpenAI's in some tests), created uncertainty in the market. This, combined with Microsoft's absence from a White House AI infrastructure project, fueled investor anxieties about the company's AI strategy and future growth.

faz.net

🌐 85% Global Worthiness

Jan 28, 13:10

SAP Returns to Double-Digit Growth Amidst Major Restructuring

SAP reported a 10 percent revenue increase to 34 billion euros in 2023, driven by cloud growth, while its restructuring program, exceeding expectations with 10,000 positions affected, aims to accelerate transformation towards an AI-focused strategy.

SAP Returns to Double-Digit Growth Amidst Major Restructuring

SAP reported a 10 percent revenue increase to 34 billion euros in 2023, driven by cloud growth, while its restructuring program, exceeding expectations with 10,000 positions affected, aims to accelerate transformation towards an AI-focused strategy.

Progress

48% Bias Score

ShareSaveArticle

Decent Work and Economic Growth

12345678

Previous 1 of 8 Next

What were SAP's financial results for the past year, and what strategic shifts explain these outcomes?

Despite a decline in the classic license business, SAP returned to double-digit revenue growth, increasing by 10 percent to over 34 billion euros. Approximately half of this revenue comes from cloud services. Operating profit, based on US GAAP, rose by 25 percent to 8.1 billion euros.", A2="SAP's restructuring program, costing 3.2 billion euros, resulted in higher-than-expected demand for its early retirement program, particularly in Germany. The program was expanded from 8,000 to 10,000 positions, reflecting a shift towards cloud services and away from traditional license sales.", A3="SAP projects continued cloud revenue growth of 26-28 percent in 2024, and a further increase in operating profit (US GAAP) to 10.6 billion euros. To accelerate its transformation, SAP has established an expanded board as a strategic advisory body, focusing on the "AI First, Suite first" strategy. This also includes the appointment of a new board member to streamline operations.", Q1="What were SAP's financial results for the past year, and what strategic shifts explain these outcomes?", Q2="How did SAP's restructuring program affect its workforce, and what were the underlying reasons for this restructuring?", Q3="What are SAP's projections for the coming year, and how will the expanded board contribute to achieving its strategic goals?", ShortDescription="SAP reported a 10 percent revenue increase to 34 billion euros in 2023, driven by cloud growth, while its restructuring program, exceeding expectations with 10,000 positions affected, aims to accelerate transformation towards an AI-focused strategy.", ShortTitle="SAP Returns to Double-Digit Growth Amidst Major Restructuring")) #Updated response based on the revised API and the provided German text. Note that this response is a direct translation of the original text, adhering to the instructions to not make assumptions or create new information. This should ensure accuracy according to the original text. Also note that the use of US GAAP vs. IFRS is reflected in the response. The analysis focuses on fact-based reporting and avoids making projections not explicitly stated by SAP. The questions are designed to extract the most important insights in a concise and direct manner. Note that the code uses double quotes instead of single quotes as per instructions.

cnbc.com

🌐 85% Global Worthiness

Jan 28, 19:13

SAP Raises 2025 Profit Outlook on Cloud, AI Growth

SAP raised its 2025 operating profit forecast to 10.3-10.6 billion euros from 10.2 billion euros due to strong growth in cloud and AI, exceeding expectations with a 25% rise in adjusted operating profit to 8.15 billion euros in 2024 and viewing competition as beneficial for innovation.

SAP Raises 2025 Profit Outlook on Cloud, AI Growth

SAP raised its 2025 operating profit forecast to 10.3-10.6 billion euros from 10.2 billion euros due to strong growth in cloud and AI, exceeding expectations with a 25% rise in adjusted operating profit to 8.15 billion euros in 2024 and viewing competition as beneficial for innovation.

Progress

56% Bias Score

ShareSaveArticle

Decent Work and Economic Growth

12345678

Previous 1 of 8 Next

How does SAP's strategic approach to AI contribute to its overall financial performance, and what specific evidence supports this?

This positive revision reflects SAP's strong performance in cloud and software, exceeding consensus estimates with an 11% revenue increase. The company attributes this success to its strategic focus on AI, which accounted for half of its cloud order entry in Q4 2024.

Showing 109 to 120 of 145 results